Report The U.S.–Iran Negotiations Are Not About a Deal
An economist’s analysis of U.S.–Iran negotiations. The talks aim not at a grand nuclear deal, but at buying time, managing risk, and preventing escalation.
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Report The Reality of America First Investment Pledges
A deep analysis of America First investment pledges, explaining their strategic design, economic realism, and why Japan’s commitment is structurally flexible rather than fiscally binding.
Japan Structural Risks to Japan from the Erosion of FRB Credibility
An economist’s analysis of how declining Federal Reserve independence could impact Japan’s reserves, currency stability, and reliance on U.S. institutional credibility.
US The United States at the Threshold of Central Bank Independence
An economist’s analysis of the confrontation between the U.S. administration and the Federal Reserve, examining institutional risk, judicial pressure, market credibility, and implications for the dollar’s global role.
US U.S. Economic Report
High U.S. credit card interest rates are exposing structural limits in the consumption-led economy. This report analyzes household stress, financial stability risks, and global spillovers.
Report An Economic and Strategic Analysis of President Trump’s Greenland Acquisition Proposal
An in-depth economic and geopolitical analysis of President Trump’s Greenland proposal, examining Arctic trade routes, rare earths, China containment, and US strategic power.
China Trump’s Donroe Doctrine and China’s Belt and Road Initiative
Trump’s Donroe Doctrine and China’s Belt and Road Initiative are not direct rivals but opposing hegemonic models. This analysis explains how risk, power, and global order are being redefined.
Global Economy Why is the Middle East becoming a core market for Chinese EV makers? Learn how strategy, policy, and demand intersect.
How new US and EU sanctions on Rosneft and Lukoil disrupt oil trade, finance, and downstream energy security.
GOLD How Will the Dollar’s Dominance Change?
Will the U.S. dollar lose its dominance?This report explains how dollar power is eroding—not collapsing—through Ray Dalio’s Big Cycle, debt, and geopolitics.
Report Is the United States in Decline?
A Macro Perspective on the U.S. Economy Through Ray Dalio’s “Big Cycle” FrameworkI. IntroductionWhy Does the Strongest E...
GOLD Global Reserve Currency Outlook
This analysis explores how the U.S. dollar is transforming amid rising fiscal burdens, the weaponization of finance, U.S.–China strategic rivalry, and amplified global liquidity cycles. A must-read for economists and institutional investors.
AI Taiwan Contingency: Ten Plausible Scenarios
This report outlines ten realistic Taiwan contingency scenarios, explaining how military, cyber, economic, and political pressures could shape a future crisis between China, Taiwan, and the United States.
AI U.S. AI Semiconductor Policy Shifts from “Blockade” to “Managed Competition”
This report analyzes why U.S. policymakers are shifting from AI chip bans to controlled exports, how China intends to leverage H200 access, and what these changes mean for NVIDIA, data centers, and semiconductor markets.